A complete CRM system for managing customers and leads
An interactive dashboard that gives you full visibility of performance
Easy management of activities, categories, and groups
Fast tracking of all tasks and notes
Automatic reminders to ensure no opportunities are missed
Upload and import leads from Excel files
Convert leads into customers with one click
Comprehensive management of communication and interaction history
Full support for customer synchronization with external systems
Secure user access permissions
A complete CRM system for managing customers and leads
An interactive dashboard that gives you full visibility of performance
Easy management of activities, categories, and groups
Fast tracking of all tasks and notes
Automatic reminders to ensure no opportunities are missed
Upload and import leads from Excel files
Convert leads into customers with one click
Comprehensive management of communication and interaction history
Full support for customer synchronization with external systems
Secure user access permissions
You can manage customers, leads, tasks, notes, reminders, customer groups, lead groups, activities, communication channels, and a comprehensive performance dashboard.
Yes. You can create a new customer, edit their information, delete their profile, or import customers from other systems like Sutumatic.
Yes, the system provides: Adding a new Lead - Editing and deleting Leads - Uploading Leads from an Excel file - Converting a Lead into a customer with one click - Organizing Leads into groups - Adding notes and follow-up reminders
Of course, you can: • Create customer groups • Edit or delete them • View all customers within each group
Yes. You can add detailed notes for each customer or lead, with the ability to edit or delete them, helping you track all interactions.
The system provides a Communication module that allows you to record and save all calls, messages, and interactions with customers.
Yes, you can get: • A comprehensive activity summary • Number of leads per month • Conversion rates • Top-performing activity types
Yes, you can create, edit, delete, and view all activity types within the system.
Yes, you can add follow-up reminders for leads, with the ability to easily edit or delete them.
Yes. You can upload an Excel file and automatically convert it into leads within the system.
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